+1,362.5%
OXY vs GWW
+13,989.5%
-12,626.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.4% |
| 7D | +0.6% | -0.5% | +1.1% | +0.8% |
| 30D | +4.5% | -1.4% | +6.0% | +5.0% |
| 3M | +8.9% | -3.6% | +12.5% | +10.0% |
| 6M | +12.5% | +15.1% | -2.7% | +4.9% |
| YTD | +50.5% | +27.5% | +23.0% | +34.5% |
| 1Y | +38.6% | +29.6% | +9.0% | +22.7% |
| 3Y | -1.2% | +90.1% | -91.3% | -26.4% |
| 5Y | +161.6% | +222.6% | -61.0% | +52.8% |
| 10Y | +5.3% | +566.5% | -561.2% | -53.4% |
| All | +1,362.5% | +13,989.5% | -12,626.9% | +198.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded GWW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling